EWA
ATRC icon

EverSource Wealth Advisors’s AtriCure ATRC Stock Holding History

EverSource Wealth Advisors’s Portfolio ATRC Stock Details ATRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.31K Buy
186
+154
+481% +$5.26K ﹤0.01% 3239
2025
Q4 		$1.27K Sell
32
-29
-48% -$1.06K ﹤0.01% 3644
2025
Q3 		$2.15K Buy
61
+26
+74% +$896 ﹤0.01% 3493
2025
Q2 		$1.15K Sell
35
-72
-67% -$2.34K ﹤0.01% 3697
2025
Q1 		$3.45K Buy
107
+61
+133% +$2.26K ﹤0.01% 2671
2024
Q4 		$1.41K Buy
+46
New +$1.48K ﹤0.01% 2851
2022
Q2 		– Sell
-202
Closed -$13K – 1714
2022
Q1 		$13K Hold
202
– – ﹤0.01% 867
2021
Q4 		$14K Buy
+202
New +$14.7K ﹤0.01% 814

Other funds holding ATRC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return